Tim Ulbrich
About Tim Ulbrich
Tim Ulbrich serves as the Senior Regional Director for Commercial Mortgage & Real Estate Investments at Mutual of Omaha, where he focuses on sourcing substantial commercial real estate loan investments. He holds a B.S. in Accounting from the University of Illinois Urbana-Champaign and an M.B.A. in Finance and Global Business from the University of Portland.
Work at Mutual of Omaha
Tim Ulbrich serves as the Senior Regional Director for Commercial Mortgage & Real Estate Investments at Mutual of Omaha. He has been in this role since 2020, contributing to the commercial mortgage loan department's success through strategic real estate investments. His responsibilities include sourcing and originating between $250,000,000 and $300,000,000 annually in commercial real estate loan investments. Ulbrich provides guidance on underwriting, due diligence, and loan analysis, ensuring thorough evaluation of new investment opportunities. He collaborates with senior management to develop and implement lending strategies and programs.
Education and Expertise
Tim Ulbrich holds a Bachelor of Science degree in Accounting from the University of Illinois Urbana-Champaign, where he studied from 1989 to 1993. He furthered his education by earning a Master of Business Administration in Finance and Global Business from the University of Portland between 2005 and 2007. His educational background equips him with a strong foundation in financial principles, which he applies in his current role in commercial mortgage and real estate investments.
Background
Before joining Mutual of Omaha, Tim Ulbrich worked as a Staff Accountant at KPMG US for ten months in 1993-1994 in Chicago, IL. He later held the position of Director of Mortgage and Real Estate Investments at Mutual of Omaha from 2017 to 2020. His previous experience also includes a strong background in client service from his tenure at AG Edwards & Sons, Inc. This diverse professional history has contributed to his expertise in real estate finance and investment.
Leadership and Team Management
In his current role, Tim Ulbrich leads a team that includes interns and real estate financial analysts. He is responsible for guiding his team through the origination and loan closing process, ensuring that all aspects of the investment are thoroughly evaluated. His leadership involves providing feedback and recommendations to senior management on business-related matters during the loan closing process, emphasizing the importance of collaboration and effective communication.
Investment Strategy and Due Diligence
Tim Ulbrich conducts asset-level due diligence, site inspections, and market tours for new loan investments. His role requires a comprehensive understanding of the market and investment landscape, allowing him to assess potential risks and opportunities effectively. By partnering with senior management, he plays a crucial role in shaping the commercial real estate lending strategy and programs at Mutual of Omaha.